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Maytus Capital Management, LLC

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13F filer, CIK 1708759, NEW YORK, NY

Maytus Capital Management, LLC reported $542,919,135 across 65 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 39.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002009

Period
2025-06-30
Reported value
$543M
Holdings
65
Top 10 weight
39.33%
New
28
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTnew+59,729$29.7M
MAadded+35,058$19.7M
XYZnew+235,078$16M
NVDAadded+99,096$15.7M
TXNnew+72,450$15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NXPIexited-62,315-$11.8M
ADIreduced-48,108-$11.5M
MUexited-100,000-$8.69M
CHKPexited-35,993-$8.2M
NFLXexited-8,779-$8.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-002009, largest first. % of portfolio is the value over $542,919,135, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,000 shares; 2025Q1: 40,955 shares; 2025Q2: 76,013 shares 76,013$42.7M7.87%+35,058Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,500 shares; 2025Q1: not reported; 2025Q2: 59,729 shares 59,729$29.7M5.47%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 42,500 shares; 2025Q1: 46,778 shares; 2025Q2: 145,874 shares 145,874$23M4.24%+99,096Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,800 shares; 2024Q4: 10,000 shares; 2025Q1: 20,702 shares; 2025Q2: 30,632 shares 30,632$22.6M4.16%+9,930Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: 69,430 shares 69,430$19.1M3.53%+46,430Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,862 shares; 2025Q2: 19,830 shares 19,830$17.8M3.27%+2,968Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,000 shares; 2025Q1: not reported; 2025Q2: 235,078 shares 235,078$16M2.94%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 72,450 shares 72,450$15M2.77%newTimeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,722 shares; 2025Q2: 18,094 shares 18,094$14.3M2.62%+7,372Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,000 shares; 2025Q1: 23,677 shares; 2025Q2: 60,500 shares 60,500$13.3M2.44%+36,823Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,067 shares; 2025Q2: 32,584 shares 32,584$13.3M2.44%+19,517
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,000 shares; 2025Q1: 197,102 shares; 2025Q2: 126,698 shares 126,698$12.3M2.27%-70,404Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: not reported; 2025Q1: 35,551 shares; 2025Q2: 86,051 shares 86,051$12.2M2.25%+50,500Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: not reported; 2025Q1: 55,097 shares; 2025Q2: 156,523 shares 156,523$11.6M2.14%+101,426Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,619 shares 48,619$11.6M2.13%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,495 shares 14,495$11.1M2.05%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: 83,512 shares; 2025Q2: 114,930 shares 114,930$10.9M2.01%+31,418Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 16,409 shares; 2025Q2: 35,800 shares 35,800$10.2M1.88%+19,391Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,298 shares 32,298$10.1M1.87%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,141 shares 67,141$9.69M1.78%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 76,000 shares; 2025Q1: 35,989 shares; 2025Q2: 163,727 shares 163,727$9.6M1.77%+127,738Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,140 shares 129,140$9.27M1.71%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 45,464 shares 45,464$8.9M1.64%-24,536Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 17,105 shares 17,105$8.77M1.62%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,326 shares 38,326$8.38M1.54%newTimeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,808 shares 101,808$8.28M1.53%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 51,244 shares 51,244$8M1.47%+11,244Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,000 shares; 2025Q1: 50,765 shares; 2025Q2: 135,589 shares 135,589$7.51M1.38%+84,824Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,600 shares; 2025Q2: 158,034 shares 158,034$7.17M1.32%-35,566Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,000 shares; 2025Q1: 120,027 shares; 2025Q2: 108,618 shares 108,618$6.95M1.28%-11,409Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 50,000 shares; 2025Q1: not reported; 2025Q2: 193,590 shares 193,590$6.94M1.28%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,657 shares 122,657$6.43M1.18%newTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,400 shares; 2025Q2: 20,392 shares 20,392$6.41M1.18%-2,008Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,500 shares; 2025Q1: 33,240 shares; 2025Q2: 28,415 shares 28,415$6.36M1.17%-4,825Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,332 shares 144,332$6.25M1.15%newTimeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,500 shares; 2024Q4: not reported; 2025Q1: 33,629 shares; 2025Q2: 19,905 shares 19,905$6.05M1.11%-13,724Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,684 shares; 2025Q2: 188,846 shares 188,846$5.74M1.06%-11,838Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,099 shares 25,099$5.47M1.01%newTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 80,000 shares; 2025Q1: 136,581 shares; 2025Q2: 76,930 shares 76,930$5.39M0.99%-59,651Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,130 shares 54,130$4.76M0.88%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: not reported; 2025Q2: 13,310 shares 13,310$4.67M0.86%newTimeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,106 shares 55,106$4.65M0.86%newTimeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 169,400 shares 169,400$4.61M0.85%+129,400Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 151,828 shares; 2025Q1: 90,350 shares; 2025Q2: 94,399 shares 94,399$4.27M0.79%+4,049Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 38,000 shares; 2025Q1: 43,024 shares; 2025Q2: 42,240 shares 42,240$4.22M0.78%-784Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,334 shares; 2025Q2: 34,500 shares 34,500$3.61M0.67%+11,166Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,963 shares 13,963$3.44M0.63%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 18,000 shares; 2025Q2: 9,800 shares 9,800$3.43M0.63%-8,200Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,660 shares 22,660$3.41M0.63%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,574 shares; 2025Q2: 29,931 shares 29,931$3.39M0.63%-32,643Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 21,274 shares 21,274$3.37M0.62%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,873 shares 15,873$3.33M0.61%newTimeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: not reported; 2025Q1: 116,106 shares; 2025Q2: 158,813 shares 158,813$2.9M0.53%+42,707Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,109 shares; 2025Q2: 72,408 shares 72,408$2.89M0.53%-35,701
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: 2,674 shares 2,674$2.75M0.51%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 80,000 shares; 2025Q1: 47,081 shares; 2025Q2: 31,686 shares 31,686$2.72M0.5%-15,395Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 210,000 shares; 2025Q1: not reported; 2025Q2: 120,000 shares 120,000$2.45M0.45%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,704 shares; 2025Q2: 25,341 shares 25,341$2.37M0.44%-35,363Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 170,000 shares; 2025Q1: 146,963 shares; 2025Q2: 33,000 shares 33,000$2.29M0.42%-113,963Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 57,168 shares; 2025Q2: 9,060 shares 9,060$2.16M0.4%-48,108Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,950 shares 59,950$2.07M0.38%newTimeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,800 shares 8,800$1.6M0.29%newTimeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 26,117 shares; 2025Q2: 8,250 shares 8,250$1.2M0.22%-17,867Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,830 shares 27,830$1.09M0.2%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares 5,500$739K0.14%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NXPINXP SEMICONDUCTORS N V62,315$11.8Mshares
MUMICRON TECHNOLOGY INC100,000$8.69Mshares
CHKPCHECK POINT SOFTWARE TECH LT35,993$8.2Mshares
NFLXNETFLIX INC.8,779$8.19Mshares
INTCINTEL CORP330,000$7.49Mshares
SESEA LTD49,426$6.45Mshares
FISVFISERV INC26,548$5.86Mshares
FTNTFORTINET INC57,500$5.53Mshares
ACNACCENTURE PLC IRELAND16,100$5.02Mshares
DUOLDUOLINGO INC15,027$4.67Mshares
DISDISNEY WALT CO41,730$4.12Mshares
PANWPALO ALTO NETWORKS INC20,000$3.41Mshares
TEAMATLASSIAN CORPORATION15,891$3.37Mshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR15,379$3.19Mshares
SWKSSKYWORKS SOLUTIONS INC49,051$3.17Mshares
ANETARISTA NETWORKS INC39,774$3.08Mshares
CRMSALESFORCE INC9,371$2.51Mshares
RBLXROBLOX CORP25,000$1.46Mshares
PLTRPALANTIR TECHNOLOGIES INC12,000$1.01Mshares
GFSGLOBALFOUNDRIES INC23,000$849Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-002009 base2025-08-14acceptance time not in the bulk data set